Objectives:
- Duplicate Quotes
Steps:
Accountants now can replicate quotes. This enhanced feature greatly improves efficiency, enabling you to quickly duplicate your billing transactions, simplifying the process, and conserving valuable time.
First open the Billing Module from the Navigation Menu:
To duplicate Quotes , go to Sales → Quotes→ All Quotes.
From there, click on the action wheel icon located next to the quote that you want to duplicate, and choose Clone.
You can also create a duplicate of the quote from inside the quote itself.
All you have to do is to click on the action wheel → clone.
This will redirect you to the quote edit page, where all the duplicated quote data is added.
Include any additional information if needed and save the new quote.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
This page has no comments.